1. General presentation

Marché Public is a professional ERP solution integrated with Dolibarr, designed to enable companies, design offices, architectural firms, construction companies, engineering firms, service companies and suppliers to manage the entire lifecycle of tenders and public contracts.

The module covers the two main phases of the business: the upstream phase (before award), from monitoring opportunities to submitting the offer and the result; and the downstream phase (after award), from notification of the contract to its final acceptance and financial closure.

Module objective

Helping companies to perform in-depth management of their tenders, and then to rigorously manage their contracts once awarded — by capitalizing on data already entered and dynamically linking all functionalities.

2. Dual-pivot architecture

The module is structured around two central entities ("pivots") that are dynamically linked:

·       Call for tenders (pivot before award): cockpit bringing together administrative, technical and financial files, groups & partners, submissions and results.

·       Awarded contract (pivot after award): cockpit grouping contracts, service orders, amendments, progress reports & statements, bonds & guarantees, payments and receipts.

A successful tender is transformed into a contract with a single click: the subject matter, the public buyer, the amount, and the category are automatically transferred. The two dashboards remain navigable between them, and each dashboard displays its key indicators and the breakdown of its related elements in real time.

3. Features — before award

4. Features — after award

5. Executive Dashboard

The dashboard groups the module's most significant indicators (KPIs), organized into five blocks, as well as six interactive graphs.

Key indicators

·       Tenders: total, in preparation, submitted, won, lost, success rate, amount submitted, amount won.

·       Markets: active, completed, late, number of amendments, total amount, amount executed, remaining amount, cash receipts.

·       Administrative: expired certificates, certificates to be renewed, current guarantees, expired guarantees.

·       Financial: Public procurement turnover, issued statements of account, validated invoices, issued payments, receipts, outstanding payments, retention of guarantee.

Graphs

·       Tenders per year

·       Success rate (won / lost / submitted)

·       Distribution of AOs by type of procedure

·       Contract value per year

·       Status of security deposits

·       Monthly cash receipts

6. Reporting Center

A dedicated Reporting menu generates status reports related to calls for tenders and public contracts, with PDF, Excel and CSV export options:

·       Status of calls for tenders

·       Market situation

·       Financial report (situations, net pay, deductions)

·       Report on sureties

·       Report by organization (public buyer)

·       Management summary (success rate, average profitability, revenue, cash receipts)

7. Automatic alerts

A scheduled task (cron) analyzes the data daily and generates alerts:

·       Bid submission deadline approaching

·       Expired document or administrative certificate

·       Caution nearing expiration

·       Market delayed (end date passed)

·       Late payment

8. Rights and roles

The module provides granular permissions (Read / Create-Modify / Delete / Validate-Close) on each of the 18 business domains, plus administration. Read and write permissions are granted by default upon activation so that the module is immediately usable. These rights allow for the creation of business roles:

·       AO Manager

·       Research Officer

·       Technical Director

·       Sales Director

·       Markets Manager

·       An accountant

·       Administrator

9. Dolibarr Integration & Technical Aspects

·       Native integration: Third parties (public buyers), Users, Projects, Company and Dolibarr EDM. A "Public Procurement" tab is added to the third party record and lists its calls for tenders.

·       Multi-entity: the module respects Dolibarr's multi-company management.

·       Multilingual: French, English, Spanish, Italian, German.

·       Demo set: a realistic dataset is generated on first activation; it can be regenerated or cleared from the configuration page.

·       Robustness: self-repair of the scheme on upgrade, default rights, compatible icons, menu synchronization, etc.

10. Compatibility & Installation

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